Senior Director, Portfolio Management

FNBO

Senior Director, Portfolio Manager at FNBO, combining investment experience with relationship management to design and monitor customized portfolios. Leading investment strategies to align with client goals and risk profiles.

Posted 4/11/2026full-timeOmaha • Colorado, Montana, New York • 🇺🇸 United StatesSenior💰 $158,696 - $269,783 per yearWebsite

About the role

Key responsibilities & impact

Responsible for individually managed accounts, including fixed income securities, equities and alternatives.
Monitor asset allocation and implement trades as needed.
Construct diversified portfolios within client investment objectives and constraints.
Implement strategies based on the Investment Committee’s approved list of investments.
Maximize investment returns commensurate with an acceptable level of risk.
Deliver exceptional client experience and demonstrate expertise as Trusted Advisor.
Conduct effective presentations to clients to explain investment strategies and results.
Prepare for client meetings and partner with WM team to deliver outstanding service.
Represent investment team in new business activities.
Review and analyze prospective client portfolios and make recommendations.
Support new business activities with large and complex prospective relationships.
Communicate investment expertise in the community and serve as a mentor for the portfolio management team.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

Requirements

What you’ll need

15+ years of experience in investment or wealth management
Bachelor’s degree in business or related field
CFA and CFP designation
Strong understanding of capital markets, global economy and asset allocation
Demonstrated expertise in a major asset class: Equities, fixed income, alternatives
Ability to explain complex investment concepts clearly to clients and advisors
Proven success in portfolio management with client-facing responsibilities.

Benefits

Comp & perks

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

fixed income securitiesequitiesalternativesasset allocationportfolio managementinvestment strategiescapital marketsglobal economy

Soft Skills

client experiencecommunicationpresentationmentorshipcollaboration

Certifications

CFACFP